"It's a natural-growth sector, and we're seeing more and more people come on to the internet in China," Kacher said. "About 40 percent of the population is on to the internet. That number is rising. And the number of people that are accessing the internet on their mobile phone is growing dramatically.

Trader disclosure: On Sept. 20, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Stephen Weiss is long calls AAPL; Stephen Weiss is long FB; Stephen Weiss is short JCP; Josh Brown is long AAPL; Josh Brown is long DXJ; Josh Brown is long DDD; Josh Brown is long SSYS; Josh Brown is long VGK; Pete Najarian is long calls AAPL; Pete Najarian is long calls C; Pete Najarian is long calls JPM; Pete Najarian is long calls INTC; Pete Najarian is long calls YHOO; Pete Najarian is long calls BBRY; Pete Najarian is long calls MSFT; Pete Najarian is long SBUX; Pete Najarian is long FB.